Bob F . That’s a great overview. And I have no preconceived view of cost of a chip. Am relying on rule-of-thumb that’s often applied to semiconductor manufacturing as well as Moore’s Law in computing, each of which ascertain a “truth” that costs massively reduce with increased capacity (functionality) and increased production volumes (development, fab and material costs) are apportioned over higher numbers which is why Intel is so competitive against newer players. I’m not a great believer in comparing to Apple, Facebook, Microsoft - It took Apple about 25 years (mid2000’s) for its valuation to hit multi-billion$$. I think it’s unhelpful to see AKP in same light. Better to look at a disrupter like Mobileye which gained traction in its market cap after achieving revenue. And that took years
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Bob F . That’s a great overview. And I have no preconceived view...
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